William Zastrow President, CEO FileMark Corporation September 25, 2008

1. Document Solutions The Impact of Workflow on Document Archiving William ZastrowPresident, CEOFileMark Corporation September 25, 2008

2. Why Manage Documents? • Paperless business process efficiency • Cost avoidance, cost displacement • More responsive customer service • Automated document archiving, distribution and lifecycle management • Improved document search, security and control • Business risk mitigation and regulatory compliance

3. Paper Document Capture Database Server Archiving Index Auto-Fill BusinessApplications Batch Scan Indexing-Manual - Assisted - OCR - Barcode - OMR

4. SimpleIndex Automatic Zone OCR Pont and Shoot OCR Intelligent Forms Processing - Free form indexing - Pattern matching - Dictionary lookups Automatic Barcode Recognition

5. Automated Computer Output Archiving Database Server Print Streams Capture  Reports, Invoices, Statements Host Print

6. Computer Output to Low-cost Disk / Enterprise Report Management Automated computer output capture and archiving Eliminates printing and manual distribution of internal reports Saves the cost of printing, paper, ink, microfilm, copies, multi-part forms and postage Instant access to exact replicas of printed reports, statements and invoices from anywhere Automatic distribution Data mining, reports from reports Indexed or full text search COLD/ERM

7. Automated Bulk eMail Archiving Database Server Auto-Index Receive Archive Send

8. Automatic archiving of messages from one or more local or remote MS Exchange servers or other IMAP-complaint eMail servers Save inbound messages, outbound messages or both Save internal messages, external messages or both Save messages with or without attachments Archive only one copy of attachments sent to multiple recipients Option to ignore mail to and from particular users Automatic classification, spam filters Automatic indexing to database, full text search option Rules-based retention and disposition, audit trails Backup and restore Bulk eMail Archiving

9. Save selected eMails directly from MS Outlook desktop User-defined rules-based retention Automatic indexing to database Save documents directly from MS Office applications Word, Excel, PowerPoint Drag/drop documents directly from MS Desktop or file system Indexed or full text search Document routing for collaboration Create searchable CDs or DVDs of selected documents for audits or litigation discovery eMail and eDocument Archiving eMail

10. Why Use Workflow? • Improved efficiency – automation of repetitive business processes and mundane tasks, elimination of unnecessary steps, process streamlining and simplification • More responsive customer service – reduced process latency, more consistency, fewer errors, instant approvals • Cost reduction – less labor required for same amount of work, more work output using existing labor • Cost avoidance – fewer photocopies, no late fees, potential for prompt pay discounts • Better process control –standardized work methods, audit trails, performance tracking, improved security, no lost documents STOP CAPTURE REVIEW VERIFY APPROVE PAY START

11. Why Traditional Workflow Doesn’t Work • For most applications, the concept of traditional rules-based workflow is fundamentally flawed • Too complex to build and inflexible in use • Too expensive and time consuming to deploy, maintain, change and/or grow • Most workflow deployments try to do too much

12. BPE is Daunting “Business ProcessRe-Engineering”

13. Rules-Free Workflow • Paperless ad hoc document routing • Simpler configuration – like instant messaging for documents with a buddy list • Automates existing business processes, no rules, users still make most decisions • Includes ad hoc routing, secure work queues, running case notes, eForms, notification, deadlines, escalation, audit trails • Out-of-box deployment can resolve over 80% of process inefficiencies – paperless and instantaneous • Rapid implementation = quick ROI = success • Knowledge worker empowerment, not rigid rules enforcement

14. Built-in document/work routing – simple to set up, simple to use Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing Document-centric – work items are SMARTi documents with case notes (images, COLD reports, office docs, eMail, etc.). Secure work item routing – pre-defined users, roles, groups, states Optional notifications via eMail – reminders, timed escalation SMARTi Workflow

15. CorporateAccounting System No CAPTURE REVIEW VERIFY APPROVE PAY START No Mail Room Receiving Accounts Payable Accounting Supervisor Invoice Approval Workflow STOP

16. Case Notes Workflow View Administration Windows Help Case Notes Accounting Shipping / Receiving Supervisor √ Accounts Payable Complete Pend Cancel NA

17. SMARTi Browser Client Security levelbased on LOG ON

35. FileMark Corporation • Software developer, professional services provider, direct sales and technical support • Technology Focus – affordabledocument capture and archiving, transactional document processing, records management • Founded in 1989, based in Millbury MA

36. Document Solutions Transforming Business Documents into Organized Information Assets www.filemark.com 508-865-4844